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Meet the Principals

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Joseph A. Abbott, CPA

1.415.356.7932

San Francisco, Calif.

Low-Income Housing Tax Credit
Opportunity Zones

Robert Bennett, CPA

1.248.727.6960

Detroit, Mich. Metro

Construction Cost Studies
Housing and Urban Development
Low-Income Housing Tax Credit
New Markets Tax Credit
Nonprofit
Property Compliance
Renewable Energy
Tax and Audit

Richard Cash, CPA

1.425.453.5783 x2410

Seattle, Wash. Metro

Low-Income Housing Tax Credit

Bob Chervenak, CPA

1.239.591.6742 x5170

Low-Income Housing Tax Credit
Historic Tax Credit
Year 15 Exit
Nonprofit
Cost Segregation
Construction Cost Studies
Consulting

512.349.3270

Dayle R. Dalling, CPA

610.232.4821

Philadelphia, Penn. Metro

Consulting
Historic Tax Credit
Housing and Urban Development
Low-Income Housing Tax Credit
Nonprofit
Property Compliance
Year 15 Exit

Michael Derrickson

1.512.349.3227

925.949.4230

Walnut Creek, Calif.

Colette Drexel, CPA

925.949.4214

Walnut Creek, Calif.

Jodie Fish, CPA

503.821.2714

New Markets Tax Credit
Low-Income Housing Tax Credit
Opportunity Zones
Historic Tax Credit
Tax and Audit
Consulting
Nonprofit

1.330.365.5397

Consulting
Historic Tax Credit
New Markets Tax Credit
Opportunity Zones
Tax and Audit

Stacy Gordon, CPA

1.330.365.5419

Low-Income Housing Tax Credit
Nonprofit
Consulting
Property Compliance
Tax and Audit

Genie Goricki, CPA

1.216.239.5560

Cleveland, Ohio

Historic Tax Credit
New Markets Tax Credit
Nonprofit
Tax and Audit

Amy Hook

Atlanta, Ga. Metro

Nicholas Ives, CPA

1.617.449.3061

Consulting
Cost Segregation
Historic Tax Credit
Low-Income Housing Tax Credit
New Markets Tax Credit
Renewable Energy
Tax and Audit

Ring Kan

San Francisco, Calif.

Reza Karim, CPA

1.212.801.7460

Low-Income Housing Tax Credit
New Markets Tax Credit
Renewable Energy
Historic Tax Credit
Opportunity Zones
Consulting

Rebecca Krammen, CPA

San Francisco, Calif.

Matt Lockhart, CPA

1.212.801.7450

Consulting
Historic Tax Credit
Low-Income Housing Tax Credit
Renewable Energy
Tax and Audit

415.356.8000

San Francisco, Calif.

Justin Chubb Lurya, CPA

562.256.2337

Long Beach, Calif.

Low-Income Housing Tax Credit
New Markets Tax Credit
Historic Tax Credit
Housing and Urban Development
Opportunity Zones
Year 15 Exit
Public Housing Authority
Nonprofit
Cost Segregation
Consulting
Property Compliance

Terrie Mancill, CPA

512-340-0420

Tina Matzen, CPA

1.314.339.1110

Consulting
Historic Tax Credit
Low-Income Housing Tax Credit
New Markets Tax Credit
Tax and Audit

Ashley McKenzie, CPA

1.330.365.5370

Consulting
Low-Income Housing Tax Credit
Renewable Energy
Tax and Audit
Year 15 Exit

Karie McMillen, CPA

1.330.365.5391

Consulting
Housing and Urban Development
Low-Income Housing Tax Credit
Nonprofit
Property Compliance
Tax and Audit
Year 15 Exit

Wayne Michael, CPA, NPCC, HCCP

Low-Income Housing Tax Credit
Property Compliance

Megan Murphy, JD

610.232.4817

Consulting
Opportunity Zones
Year 15 Exit

1.330.365.5374

Low-Income Housing Tax Credit
New Markets Tax Credit
Nonprofit
Renewable Energy
Tax and Audit

Ryan J. Rieger, CPA

1.330.365.5367

Historic Tax Credit
New Markets Tax Credit
Tax and Audit
Renewable Energy

Alexis Ruane, CPA

925.949.4226

Philadelphia, Penn. Metro

Low-Income Housing Tax Credit
Year 15 Exit
Housing and Urban Development
Public Housing Authority
Nonprofit
Construction Cost Studies
Consulting
Property Compliance

Alex Ruiz

1.925.949.4243

Walnut Creek, Calif.

Donald Sabine, CPA

330.365.5398

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Notes from Novogradac

Biden Administration $1.73 Trillion FY 2024 Budget Proposes $73.3 Billion in Discretionary Spending for HUD, $341 Million for CDFI Fund, $28.6 Billion of LIHTC Proposals, Permanence for NMTC and Creating the NHTC

Friday, March 17, 2023

As Expected, Housing Trust Fund and Capital Magnet Fund Contribution Estimates are Lower than Record-Setting Levels but Higher than 2020

Thursday, March 16, 2023

Annual HTC Report: Another Big Year for Rehabilitation Approvals, Expenditures

Friday, March 10, 2023

Podcast Episodes

March 14, 2023: Update on IRA’s Energy Adders for Affordable Housing

Posted on March 14, 2023

March 7, 2023: Multifamily Housing Supply and LIHTC Properties

Posted on March 7, 2023

Feb. 28, 2023: Standalone Storage and the Investment Tax Credit

Posted on February 28, 2023

Journal of Tax Credits Articles

If You Build It, They Will Come (Sort Of): Absorption Paces at Homeless and Homeless Veteran Supportive Housing Units Lags Behind LIHTC Developments Despite Overwhelming Demand

QOFs Tracked by Novogradac Set Record in 2022 by Raising Nearly $10 Billion

Decreased Competition from Home Ownership in Increasing Interest Rate Environment

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